Mawer Canadian Equity Fund

Mawer Canadian Equity Fund Premium Guru

Last Update: 03-26-2015
Related: Mawer New Canada Fund

Number of Stocks: 43
Number of New Stocks: 3

Total Value: $1,939 Mil
Q/Q Turnover: 9%

Countries: CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mawer Canadian Equity Fund' s Profile & Performance

Profile

Mawer Canadian Equity Fund’s inception date is June 3, 1991. It is managed by Jim Hall, CFA, and Vijay Viswanathan, CFA.

The investment objective of the Mawer Canadian Equity Fund is to invest for attractive long-term returns in equity securities of mid-large capitalization Canadian companies. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. This fund is suit for Investors seeking long-term, above average growth who can tolerate equity volatility, which means moderate to high risk.

Web Page:http://www.mawer.com/mutual-funds/fund-profiles/mawer-canadian-equity-fund/

Investing Philosophy

“The Manager systematically creates a broadly diversified portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. The Manager employs a highly disciplined, research-driven, bottom-up process and long-term holding period to allow for investor recognition or corporate growth, and to minimize transaction costs.”

Total Holding History

Performance of Mawer Canadian Equity Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201415.813.692.1
201325.532.39-6.9
201212.6716-3.3
3-Year Cumulative63.7 (17.9%/year)74.6 (20.4%/year)-10.9 (-2.5%/year)
20111.92.11-0.2
201013.7415.06-1.3
5-Year Cumulative89.8 (13.7%/year)105.1 (15.5%/year)-15.3 (-1.8%/year)
200929.4526.463.0
2008-29.68-377.3
200711.55.496.0
200613.9415.79-1.9
200520.64.9115.7
10-Year Cumulative164.7 (10.2%/year)109.4 (7.7%/year)55.3 (2.5%/year)
200415.6610.884.8
200319.3328.68-9.4
2002-0.94-22.121.2
2001-0.12-11.8911.8
200026.94-9.136.0
15-Year Cumulative358.8 (10.7%/year)86.4 (4.2%/year)272.4 (6.5%/year)
19998.7821.04-12.3
1998-3.0128.58-31.6
199722.4133.36-11.0
199618.0222.96-4.9
199511.8237.58-25.8
20-Year Cumulative682 (10.8%/year)554.6 (9.8%/year)127.4 (1%/year)
1994-2.641.32-4.0
19932610.0815.9
1992-5.947.62-13.6

Top Ranked Articles

Mawer Investment Management 2014 Annual Commentary
2014 was a special year for the firm, marking 40 years since our founder, Chuck Mawer, decided to open one of the first investment counselling firms in Western Canada. Read more...
Mawer Canadian Equity Fund Adds 2 New Stocks
The Mawer Canadian Equity Fund (Trades, Portfolio) invests primarily in large-cap Canadian companies. As of the fourth quarter ended Dec. 31, the top three holdings in the portfolio are Brookfield Asset Management, Canadian National Railway, and The Toronto-Dominion Bank. Read more...
Mawer Investment Management Comments on China Mobile
China Mobile (CHL), one of our recent additions to the portfolio, gained over 26% this quarter as it continued to benefit from a dominant position in China’s telecom market. Read more...
Mawer Canadian Equity Fund Comments on Rogers Communications
Weakness in the telecommunications sector, particularly a loss of approximately 5% in Rogers Communications (TSX:RCI.B), also contributed to the relative underperformance. Read more...
Mawer Second Quarter 2014 Investment Newsletter
The Q1 GDP data released in April seemed to indicate a stall in U.S. economic growth. Subsequent data revealed a much steeper economic contraction of 2.9%. Was this evidence that the U.S. economy was losing steam and requiring more aggressive intervention by the central bank? Or was this merely a statistical anomaly that was not indicative of the true state of the economy? Read more...
» More Mawer Canadian Equity Fund Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Mawer Canadian Investment Management Q1 2015 Newsletter
The threat of slowing growth and deflation were the predominant themes during the first three months of 2015. Based on mounting evidence, central bankers around the world intervened by lowering interest rates and enacting other quantitative easing measures or stimulus plans. Notable participants included Canada, the ECB, China, Japan, India and Australia. The impact of lower energy prices was cited by several central banks as having the potential to reduce inflation and act as a deflationary force. Absent from this list is the U.S. Federal Reserve. Given the relative strength of the U.S. economy, they reiterated their desire to gradually normalize monetary policy, subject to incoming economic data. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer Canadian Equity Fund Adds 2 New Stocks Mawer Canadian Equity Fund - Mawer Canadian Equity Fund Adds 2 New Stocks
The Mawer Canadian Equity Fund (Trades, Portfolio) invests primarily in large-cap Canadian companies. As of the fourth quarter ended Dec. 31, the top three holdings in the portfolio are Brookfield Asset Management, Canadian National Railway, and The Toronto-Dominion Bank. More...

MAWER CANADIAN EQUITY FUND, CANADA, INTERNATIONAL


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Mawer Funds - 'The 10,000 Year Clock'
Deep within the heart of a mountain in west Texas, a giant clock is under construction. Hundreds of feet tall and built of the sturdiest metals, this engineering marvel is designed to tick for 10,000 years. Occasionally, it will chime, but it will never repeat the same melody—not once in a deca-millennium. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Mawer Investment Management 2014 Annual Commentary
2014 was a special year for the firm, marking 40 years since our founder, Chuck Mawer, decided to open one of the first investment counselling firms in Western Canada. More...

CHUCK MAWER


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Don’t Fix a Ship in a Hurricane - Mawer Funds Commentary
To endure volatile times, your portfolio should be built for resiliency. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer Investment Management Comments on China Mobile
China Mobile (CHL), one of our recent additions to the portfolio, gained over 26% this quarter as it continued to benefit from a dominant position in China’s telecom market. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer Investment Management Q3 2014 Investment Newsletter
Market Overview More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer Canadian Equity Fund Comments on Rogers Communications
Weakness in the telecommunications sector, particularly a loss of approximately 5% in Rogers Communications (TSX:RCI.B), also contributed to the relative underperformance. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer Second Quarter 2014 Investment Newsletter
The Q1 GDP data released in April seemed to indicate a stall in U.S. economic growth. Subsequent data revealed a much steeper economic contraction of 2.9%. Was this evidence that the U.S. economy was losing steam and requiring more aggressive intervention by the central bank? Or was this merely a statistical anomaly that was not indicative of the true state of the economy? More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer Canadian Equity Fund First Quarter 2014 Investment Commentary
Global equity markets continued to rise during the first three months of 2014. This extends their rally to five years, with only periodic interruptions. One such interruption occurred when the political standoff between Russia and Ukraine prompted some investors to assess the implications of Russia's aggression from the sidelines. The ensuing equity correction was relatively modest and short-lived, as global equity markets soon resumed their upward trajectory, with the MSCI World Index (C$) finishing the quarter with a 5.2% gain. More...

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Rating: 0.0/5 (0 votes)

Mawer Management's First Quarter 2014 Newletter
Global equity markets continued to rise during the first three months of 2014. This extends their rally to five years, with only periodic interruptions. One such interruption occurred when the political standoff between Russia and Ukraine prompted some investors to assess the implications of Russia's aggression from the sidelines. The ensuing equity correction was relatively modest and short-lived, as global equity markets soon resumed their upward trajectory, with the MSCI World Index (C$) finishing the quarter with a 5.2% gain. More...

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Rating: 2.3/5 (3 votes)

Canada's Mawer Funds 2014 Annual Letter
Medieval Europe was not an easy era to be the heir of a feudal lord; it was not uncommon for a claimant to be made to disappear . More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Mawer Investment Newsletter - Third Quarter
Market Overview: Investors entered this third quarter faced with the looming threat of tapering. Federal Reserve Chairman Ben Bernanke had sent clear signals to market participants that further signs of strength within the U.S. economy would prompt the central bank to reduce, or taper, its monetary stimulus. As a result, bond yields that had risen last quarter continued to climb higher, while equity investors began to recalibrate expectations to account for higher interest rates. More...

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